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Norwood Financial’s Goldman Sachs GS Stock Holding History

Norwood Financial’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$41.8K Hold
100
– – 0.06% 165
2023
Q4 		$38.6K Sell
100
-50
-33% -$16.7K 0.06% 162
2023
Q3 		$48.5K Hold
150
– – 0.08% 148
2023
Q2 		$48.4K Hold
150
– – 0.07% 150
2023
Q1 		$49.1K Hold
150
– – 0.08% 142
2022
Q4 		$51.5K Hold
150
– – 0.08% 135
2022
Q3 		$44K Buy
+150
New +$48.6K 0.08% 137

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norwood Financial's GS Position: Q1 2024 in Review

Norwood Financial held its Goldman Sachs (GS) position steady in Q1 2024 at 100 shares worth $41.8K. The position accounts for 0.06% of the portfolio, ranked #165.

Norwood Financial first reported a position in GS in Q3 2022 and has held it in 7 quarters since. The position peaked at $51.5K in Q4 2022. 2,045 funds tracked by Wall St. Rank hold GS as of Q1 2024.

  • Norwood Financial held 100 shares of Goldman Sachs worth $41.8K as of Q1 2024.
  • Norwood Financial left its Goldman Sachs share count unchanged in Q1 2024.
  • Goldman Sachs made up 0.06% of Norwood Financial's portfolio in Q1 2024, its #165 holding.
  • Norwood Financial first reported a position in Goldman Sachs in Q3 2022 and has held it in 7 quarters since.
  • Norwood Financial's Goldman Sachs position peaked at $51.5K in Q4 2022.
  • 2,045 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.